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Milestone Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Milestone Investment Advisors’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-358
Closed -$107K – 312
2023
Q3 		$107K Buy
+358
New +$108K 0.03% 144
2023
Q2 		– Sell
-358
Closed -$75.9K – 306
2023
Q1 		$75.9K Buy
+358
New +$61K 0.02% 164

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Milestone Investment Advisors's META Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Meta Platforms (Facebook) (META) in Q4 2023, closing a stake of 358 shares — an estimated $107K sold.

Milestone Investment Advisors first reported a position in META in Q1 2023 and held it in 2 quarters. The position peaked at $107K in Q3 2023. 3,757 funds tracked by Wall St. Rank hold META as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Meta Platforms (Facebook) position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 358 Meta Platforms (Facebook) shares in Q4 2023, an estimated $107K.
  • Milestone Investment Advisors first reported a position in Meta Platforms (Facebook) in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Meta Platforms (Facebook) position peaked at $107K in Q3 2023.
  • 3,757 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.